Advanced Planning

The Golden R Group offers the full suite and services of Highland Capital’s Advanced planning specialties. 

Our team understand that some cases need advanced, tailored planning strategies to achieve success. We offer sophisticated solutions to our clients’ unique financial situations, working with their legal, tax, family office, and wealth advisors for a comprehensive and informed approach toward case design. 

Our deep, collective expertise allows a holistic, sophisticated approach toward: 

  • Ultra-high-net-worth (UHNW) planning 

  • Premium funding strategies 

  • Estate/wealth planning 

  • Business succession planning 

  • Specialty markets 

  • Foreign Nationals 

  • Charitable planning 

  • Special needs planning 

  • Private placement life insurance solutions 

We distill the technical into actionable solutions by providing: 

  • Case design and consultation 

  • Carrier-agnostic product design and selection 

  • Fact finder tools for delineation of your assets and goals 

  • Partnership with SWAT Underwriting for large, complex cases 

  • Advanced case design support